Institutional
Cornerstone Wealth Partners, LLC
CIK 0002109292
$176.3M
Reported AUM
19
Positions
Q1 2026
Period
2026-05-12
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | $125.28 | 0.03% | 40.65% | 80.39% | $51.7M | 29.32% | — | HELD |
| 2 | DFSD | DIMENSIONAL ETF TRUST | $47.31 | -0.06% | 2.80% | 12.21% | $21.9M | 12.40% | — | HELD |
| 3 | AVLV | AMERICAN CENTY ETF TR | $92.16 | 0.14% | 36.53% | 87.93% | $20.4M | 11.58% | — | HELD |
| 4 | AVSC | AMERICAN CENTY ETF TR | $72.34 | -0.17% | 42.46% | 60.78% | $20.3M | 11.54% | — | HELD |
| 5 | AVDV | AMERICAN CENTY ETF TR | $104.64 | -0.48% | 34.21% | 87.50% | $14.5M | 8.23% | — | HELD |
| 6 | IVV | ISHARES TR | $750.32 | 0.69% | 21.55% | 77.44% | $9.5M | 5.40% | — | HELD |
| 7 | AVES | AMERICAN CENTY ETF TR | $62.24 | -0.75% | 19.41% | 46.38% | $7.1M | 4.02% | — | HELD |
| 8 | AVEE | AMERICAN CENTY ETF TR | $63.28 | -0.36% | 8.02% | 25.93% | $7.1M | 4.00% | — | HELD |
| 9 | AVIV | AMERICAN CENTY ETF TR | $80.71 | -0.57% | 33.30% | 83.16% | $5.8M | 3.28% | — | HELD |
| 10 | AVDS | AMERICAN CENTY ETF TR | $76.39 | -0.60% | 25.23% | 68.33% | $5.7M | 3.21% | — | HELD |
| 11 | DFCF | DIMENSIONAL ETF TRUST | $41.50 | -0.29% | 2.24% | 0.09% | $4.7M | 2.65% | — | HELD |
| 12 | DFGX | DIMENSIONAL ETF TRUST | $52.20 | -0.22% | 1.53% | 7.87% | $4.7M | 2.64% | — | HELD |
| 13 | AVDE | AMERICAN CENTY ETF TR | $91.21 | -0.46% | 27.78% | 64.04% | $2.9M | 1.62% | — | HELD |
| 14 | PG | PROCTER & GAMBLE CO | $144.49 | 0.37% | -1.27% | 15.38% | $52K | 0.03% | — | HELD |
| 15 | NBSD | NEUBERGER BERMAN ETF TRUST | $50.49 | 0.03% | 3.72% | 10.48% | $51K | 0.03% | — | HELD |
| 16 | RDVI | FIRST TR EXCHANGE-TRADED FD | $29.20 | 0.17% | 30.03% | 77.46% | $47K | 0.03% | — | HELD |
| 17 | NBOS | NEUBERGER BERMAN ETF TRUST | $28.20 | 0.64% | 17.91% | 33.30% | $18K | 0.01% | — | HELD |
| 18 | ABT | ABBOTT LABORATORIES | $105.70 | 0.09% | -15.04% | -7.81% | $5K | 0.00% | — | HELD |
| 19 | JNJ | JOHNSON & JOHNSON | $256.35 | 0.21% | 57.03% | 69.42% | $1K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001999371-26-010548. 13F discloses long positions only — shorts, foreign equities, and options are excluded.